|
4126
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$161M
|
+$7.65M
|
+5%
|
8.4%
|
–
|
78
|
5.13%
|
|
|
4127
|
Bay Colony Advisors
Concord,
Massachusetts
|
$161M
|
+$22.3M
|
+16%
|
7.66%
|
91.8%
|
270
|
31.11%
|
|
|
4128
|
Bennicas & Associates
Portola Valley,
California
|
$161M
|
+$27.7M
|
+21%
|
5.98%
|
40.3%
|
94
|
12.77%
|
|
|
4129
|
Tamar Securities
Woodland Hills,
California
|
$161M
|
+$35.4M
|
+28%
|
8.81%
|
76.3%
|
48
|
20.83%
|
|
|
4130
|
Cedar Wealth Management
Walnut Creek,
California
|
$161M
|
+$12.5M
|
+8%
|
5.88%
|
53.2%
|
228
|
9.65%
|
|
|
4131
|
|
$161M
|
+$22.5M
|
+16%
|
24.1%
|
–
|
9
|
22.22%
|
|
|
4132
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$161M
|
-$9.38M
|
-6%
|
5.6%
|
19.7%
|
52
|
15.38%
|
|
|
4133
|
Wynnefield Capital
New York
|
$161M
|
+$25M
|
+18%
|
21.9%
|
110%
|
26
|
19.23%
|
|
|
4134
|
Insight 2811 Inc
Chicago,
Illinois
|
$161M
|
+$9.24M
|
+6%
|
3.11%
|
22.2%
|
73
|
19.18%
|
|
|
4135
|
Ballast Advisors
Woodbury,
Minnesota
|
$160M
|
+$19.9M
|
+14%
|
8.28%
|
60.4%
|
176
|
13.07%
|
|
|
4136
|
Hollow Brook Wealth Management
Katonah,
New York
|
$160M
|
+$29.8M
|
+23%
|
7.21%
|
104%
|
47
|
14.89%
|
|
|
4137
|
Diker Management
New York
|
$160M
|
+$22.6M
|
+16%
|
12.8%
|
151%
|
42
|
26.19%
|
|
|
4138
|
Beacon Wealthcare Inc
Raleigh,
North Carolina
|
$160M
|
+$1.5M
|
+0.9%
|
4.94%
|
31.6%
|
10
|
0%
|
|
|
4139
|
Lexington Partners
New York
|
$160M
|
+$31.8M
|
+25%
|
20%
|
53.9%
|
4
|
50%
|
|
|
4140
|
Gradient Capital Advisors
San Diego,
California
|
$160M
|
+$12.3M
|
+8%
|
8.7%
|
71%
|
99
|
3.03%
|
|
|
4141
|
MEAG MUNICH ERGO AssetManagement
Munich,
Germany
|
$160M
|
-$11.1M
|
-7%
|
5.77%
|
18.2%
|
13
|
0%
|
|
|
4142
|
Camelot Portfolios
Maumee,
Ohio
|
$160M
|
+$4.43M
|
+3%
|
5.07%
|
41.3%
|
212
|
17.45%
|
|
|
4143
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$160M
|
+$6.18M
|
+4%
|
4.99%
|
55.9%
|
75
|
29.33%
|
|
|
4144
|
GVO Asset Management
Zug,
Switzerland
|
$160M
|
-$83.1M
|
-34%
|
20.3%
|
71.2%
|
35
|
65.71%
|
|
|
4145
|
Tri-Star Advisors
Houston,
Texas
|
$160M
|
+$7.43M
|
+5%
|
4.19%
|
3.07%
|
58
|
22.41%
|
|
|
4146
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$160M
|
+$29.6M
|
+23%
|
8.72%
|
69.6%
|
138
|
32.61%
|
|
|
4147
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$160M
|
+$2.94M
|
+2%
|
8.14%
|
56.7%
|
263
|
9.89%
|
|
|
4148
|
DOHJ LLC
Seattle,
Washington
|
$160M
|
+$13.7M
|
+9%
|
7.31%
|
51.5%
|
81
|
12.35%
|
|
|
4149
|
Pegasus Asset Management
Montebello,
New York
|
$160M
|
+$13.3M
|
+9%
|
8.96%
|
82%
|
74
|
9.46%
|
|
|
4150
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$160M
|
+$1.03M
|
+0.6%
|
3.8%
|
–
|
4
|
0%
|
|